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Coronavirus Updates

Keep up to date on our approach

Is it business as usual at Blackfinch?

Yes, it is very much business as usual. Our aim is to provide the highest level of support and continuity to advisers and investors. Our teams are all working across the business and carrying out regular day-to-day functions. All of the products and services are running as usual and we continue to receive regular inflows of new investor money. All current products remain open for investment.

What measures have you taken in response to the coronavirus outbreak?

We have a robust and well-tested approach for the months ahead. All risk management and monitoring controls have been increased across the investments which we manage. Where applicable we are producing internal reporting on the markets on a daily basis. We are following government guidelines, with teams working remotely, now using increased IT capabilities. We have also enhanced our processes to meet customers’ requirements during this period.

How is Blackfinch continuing to manage investments and support investee companies?

Our unlisted products, including the Blackfinch Spring VCT, Blackfinch Ventures EIS Portfolios and Adapt IHT Portfolios, have a much-reduced correlation to the markets. However, we are supporting all portfolio companies throughout this period, working closely with the management teams of each. Many companies within the EIS and targeted for the VCT are able to further grow their business in this environment as they offer remote services. Meanwhile the companies underlying the Adapt IHT Portfolios are well placed to capitalise on new opportunities in specialised markets.

Our listed products include the Blackfinch Wealth Managed Portfolio Service (MPS) and the Adapt AIM Portfolios. The MPS portfolios are multi-asset and globally diversified in nature so their values have not suffered to the same extent as many of the global stock markets. They are regularly rebalanced, with a focus on long-term investment objectives. Within the Adapt AIM Portfolios, companies are strongly positioned, often offering essential and/or remote services, and proving resilient.

How can I access and send application forms and monies while working remotely?

We have enhanced our processes to support remote working and social distancing. You can now access application forms that are editable online helping you to complete these more efficiently, just speak to your local Business Development Manager for more information. We also now accept scanned applications and payments by BACS and CHAPS. We can, of course, still process hard-copy applications and payments by cheque. However, the updated process facilitates applications by email and bank transfers.

How can I keep up to date with news from Blackfinch on its response to coronavirus?

Throughout this period, we will be sending regular updates to all of our financial planning partners. This is to ensure that we provide a regular flow of information to help with conversations, meetings and decision-making. If you are an adviser who is not already on our mailing list, you can sign up for updates by completing the ‘Stay in Touch’ fields found at the end of any page on www.blackfinch.com.

How is Blackfinch positioned for the future?

We continue to carry out our work based on our values of ‘adapt’, ‘evolve’ and ‘thrive’, which have already enabled us to navigate many past market upheavals. In the face of the events arising from coronavirus, this ability to adapt and evolve with changing conditions and requirements has come into force. We are focused on helping our customers, our investee companies, and our workforce through this period, in order that we can see each continue to thrive. We look forward to navigating this situation together and returning to more certain times as an even stronger team.

Can I get in contact if I have questions?

We continue to offer extensive support for our financial planning partners and their clients.

If you have questions on investments or any aspect of our processes, please contact us on [email protected] or call 01452 717070.

IMPORTANT INFORMATION

Any decision to invest in the Blackfinch Services and Solutions detailed on this website should be based on the information contained in the individual Brochures and Terms & Conditions. Whilst Blackfinch has taken all reasonable care to ensure that all the facts stated in this website are correct, no representation or warranty, expressly or implied, is given as to the accuracy or completeness of the information or opinions contained in this website and no liability is accepted by Blackfinch Investments Limited, or any of its directors, members, officers, employers, agents or advisers, for any such information or opinion.

Prospective investors must rely on their own examination of the legal, taxation, financial and other consequences of investing and the risk involved. Prospective investors should not treat the contents of this website as advice relating to legal, taxation or other matters and, if in any doubt about the Services and Solutions detailed and the suitability, or what action should be taken, should consult their own professional advisers.

Your use of this website indicates that you accept these terms and conditions. We make no warranty that the website will meet your requirements. The information provided is for general guidance only and no information on this site constitutes investment, tax, legal or any other advice.

These terms of use refer to the following additional terms, which also apply to your use of our site:

Our Cookies & Privacy Policy, which sets out the terms on which we process any personal data we collect from you, or that you provide to us. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

Please remember that past performance is not a guide to future performance. The value of investments, and the income derived from them, may go down as well as up and you may not get back the amount originally invested.

The products referred to in this website may have tax consequences for which independent professional advice should be sought. Any reference to taxation in this website is based on our interpretation of current UK tax law and practice, which may change in the future.

An investment into any of our products or services may only be made on the basis of the information set out in the respective product brochure and terms & conditions.

Other than where required by law, we provide no warranty as to the quality or fitness for purpose of the website. We make reasonable efforts to update the information on our site, although we make no representations, warranties or guarantees, whether express or implied, that the content on our site is accurate, complete or up to date. Any errors should be reported to Blackfinch Group immediately. We have taken reasonable care to ensure that the information provided by this site is accurate at the time of publication; however, no representation or warranty, expressed or implied, as to the reliability, accuracy or completeness of such information is given.

We may update and change our site from time to time to reflect changes to our products, our users’ needs and our business priorities.

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. Such links should not be interpreted as approval by us of those linked websites or information you may obtain from them. We have no control over the contents of those sites or resources.

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You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material that is malicious or technologically harmful. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately.

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We will not be liable to you for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising under or in connection with:

use of, or inability to use, our site; or

use of or reliance on any content displayed on our site.

In particular, we will not be liable for:

loss of profits, sales, business, or revenue;

business interruption;

loss of anticipated savings;

loss of business opportunity, goodwill or reputation; or

any indirect or consequential loss or damage.

The contents and material on this website belong to Blackfinch Group and should only be downloaded for the purposes intended. You should not reproduce or distribute the contents for private use without our consent.

These terms of use, their subject matter and their formation (and any non-contractual disputes or claims) are governed by English law. We both agree to the exclusive jurisdiction of the courts of England and Wales.